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A look at the risks that the U.S. debt trajectory could become dynamically unstable
Foreign investors reduced their holdings of U.S. assets in April, but only to a very small extent
By: Lukas Ahnert, Murray Birt, Frederike Bauer, Jay Joshi
Investing in a ‘brave’ new world
Competition for raw materials vital for the energy transition is intensifying
We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.
Cautiously optimistic: Our forecasts for the next 12 months
Foreign investors rethink US assets, but the S&P 500 is global and digital
Is Asia Self-sufficient in Times of Deglobalization?
By: Jason Chen, Dirk Schlüter, Ajay Chaurasia
Uncertainty and higher prices expected to take a toll on the economy.
By: Maria Milina, Elke Speidel-Walz
India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors
By: Michael Lewis, Jay Joshi, Murray Birt, Maria Milina
Transformation guided by a northern light
New world order for trade: What Next?
China Banks: Signs of Bottoming Out
India Consumption Slowdown: Cyclical or Structural?
